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CHIP SPENDING GENERATIVE AI
Marvell names Adobe's Dan Durn as finance chief amid growing AI demandDurn will take charge at Marvell starting June 15, while Meintjes will remain with the semiconductor company in an advisory role through ...- Google in talks with Samsung to make part of next-gen chip: ReportGoogle is reportedly in talks with Samsung Electronics for manufacturing a component of its upcoming AI processor. This collaboration could...
- Global AI debt issuance to top $500 billion in 2026: Morgan StanleyTech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...
- Applied Materials can respond to rise in demand with eight quarters of lead time, CEO saysDickerson was speaking at a press conference before the opening of Applied Materials' new facility in Singapore.
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losersUS stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composi...
- Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...
- Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
- China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
- Hands-on with Intel's Arc G3 handheld at Computex: It might finally give AMD some competitionIntel is set to challenge AMD's hold on handheld gaming. New Arc G-Series processors, seen on the MSI Claw 8 EX AI+, offer better graphics ...
- US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
- Ray Dalio sees AI bubble bursting as wealth is converted into moneyBillionaire investor Ray Dalio said the artificial intelligence market is displaying characteristics of a bubble, despite its transformativ...
- Alphabet taps Intel to make three million in-house chips: ReportGoogle has placed a significant order with Intel for over three million tensor processing units to be manufactured in 2028. This move signa...
- UK sets out $1.5 billion AI hardware plan with supercomputer, chip fundingBritain is investing over a billion pounds to boost its AI computing power. A new national supercomputer is planned for 2030. The country i...
- Samsung Electronics' chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEOSamsung's co-CEO Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss future semiconductor cooperation. The companies are al...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- Can Nvidia's RTX Spark do for Windows what Apple silicon did for Macs?Nvidia unveils RTX Spark, a chip designed for AI agents, aiming to transform personal computers. This move is compared to Apple Silicon's i...
- AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...
- As AI shifts from training to inference, Intel moves up the stackIntel is changing its AI strategy. The company is now focusing on building complete AI systems and infrastructure, not just chips. This mov...
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